Selected European HoldCos and DLC: July-Aug. 9 '24 Report
Discounts to NAV of covered holdcos generally tightened during July and first week of August. What seems interesting: Porsche SE vs. listed assets...
312 Views
Liquid Universe of European Ordinary and Preferred Shares: July‘24 Report
Since mid-June, share-price spreads have generally tightened across our European liquid universe of ordinary and preferred shares (13 have...
364 Views
Selected European HoldCos and DLC: June'24 Report
Discounts to NAV of covered holdcos didn't follow a clear trend during June. What seems interesting: Porsche SE vs. listed assets and the Rio DLC...
353 Views
Liquid Universe of European Ordinary and Preferred Shares: June‘24 Report
Since mid-May, share-price spreads have not shown a clear trend across our European liquid universe of ordinary and preferred shares (9 have...
191 Views
Selected European HoldCos and DLC: May'24 Report
The Discounts to NAV of covered holdcos did not follow a clear trend during May. Half of them widened while the other half tightened.
352 Views